Each year Kehrer Bielan collects performance data from investment services businesses inside financial institutions, and from the third-party broker dealers that support those businesses. Our proprietary database of performance benchmarking data is unmatched in the industry, and is used by bank and credit union investment services firms to assess their performance relative to their peers. The following are Kehrer Bielan’s current benchmarking reports, which identify industry metrics and best practices specific to your situation.
Wealth Management Benchmarking Study (coming June 2019)
2017-2018 Bank Broker Dealer Study and Industry Dashboard (2018)
2017-2018 Credit Union Investment Services Study and Dashboard (2018)
2017-2018 Regional & Community Bank Study and Dashboard (2018)
Advisor Tenure Study (2015)
Bank BD Operations Survey Preliminary Findings (2015)